PTO vs PTA Setup Guide
Explore the differences and the setup tasks to discuss with your board.
Created by Apex Leadership Co.What does the PTO vs PTA Setup Guide cover?
The guide introduces choosing between a PTO and a PTA, setup tasks involving filings and EINs, and preparing for a board handoff. Use it as a starting point for your board’s discussions.
What’s included
- Choosing between a PTO and a PTA
- Setup filings and EIN topics
- Board handoff guidance
How to get started
- Review the differences as a board.
- Identify the setup questions you need answered.
- Document responsibilities for the next steps.